Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.65T
1-Year Est. Return 24.8%
 

Morgan Stanley, founded in 1935 by Henry Sturgis Morgan and Harold Stanley as a spin-off from J.P. Morgan & Co., is a leading global financial services firm headquartered in New York City. Initially focused on investment banking, it has evolved into a diversified powerhouse offering wealth management, institutional securities, and asset management services, catering to corporations, governments, institutions, and high-net-worth individuals. With a strong presence in mergers and acquisitions, underwriting, and trading, Morgan Stanley manages billions in assets and is known for its sophisticated financial advisory services. The firm has adapted to modern markets by expanding its digital offerings and wealth management division, notably through its 2020 acquisition of E*TRADE, solidifying its position as a Wall Street titan.

This Quarter Est. Return
1 Year Est. Return
+24.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$255B
AUM Growth
+$16.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,939
New
Increased
Reduced
Closed

Top Buys

1 +$878M
2 +$763M
3 +$360M
4
SPLK
Splunk Inc
SPLK
+$355M
5
WDAY icon
Workday
WDAY
+$345M

Sector Composition

1 Technology 8.71%
2 Financials 8.54%
3 Healthcare 8.22%
4 Energy 7.4%
5 Communication Services 6.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2576
$5.34M ﹤0.01%
529,045
-110,657
2577
$5.33M ﹤0.01%
509,158
+1,290
2578
$5.33M ﹤0.01%
344,189
+376
2579
$5.33M ﹤0.01%
262,614
-12,040
2580
$5.33M ﹤0.01%
77,403
-13,719
2581
$5.32M ﹤0.01%
83,414
-11,297
2582
$5.32M ﹤0.01%
229,792
+58,900
2583
$5.31M ﹤0.01%
259,396
+143,040
2584
$5.3M ﹤0.01%
144,251
+12,081
2585
$5.29M ﹤0.01%
182,598
+14,293
2586
$5.29M ﹤0.01%
1,261,319
-69,165
2587
$5.28M ﹤0.01%
55,397
-16,557
2588
$5.27M ﹤0.01%
485,220
+171,156
2589
$5.25M ﹤0.01%
343,608
+1,397
2590
$5.24M ﹤0.01%
295,345
-167,514
2591
$5.24M ﹤0.01%
614,846
+687
2592
$5.22M ﹤0.01%
7,430
+1,578
2593
$5.21M ﹤0.01%
146,480
-43,769
2594
$5.2M ﹤0.01%
308,756
+67,286
2595
$5.2M ﹤0.01%
179,553
+152,944
2596
$5.2M ﹤0.01%
450,962
+15,832
2597
$5.19M ﹤0.01%
235,922
-240,388
2598
$5.18M ﹤0.01%
142,312
-15,426
2599
$5.17M ﹤0.01%
88,257
+5,834
2600
$5.17M ﹤0.01%
8,209
-1,385